Client Portfolio Manager

Michael Page; Bridgwater; On-site; GBP 38,000 - 50,000; Full time

Job summary

A growing firm of chartered accountants in Bridgwater is looking for a Client Portfolio Manager to oversee a diverse portfolio of clients. The role involves providing expert advice, preparing financial statements, and developing client relationships. The ideal candidate has a professional accounting qualification and proven experience in managing client portfolios. A salary range of £38,200 to £50,000 per annum is offered.

Benefits

Collaborative working environment

Access to additional benefits

Qualifications

• Proven experience managing client portfolios within the accountancy practice sector.
• Strong technical knowledge of accounting, tax, and wider service provision.
• Ability to meet strict deadlines.

Responsibilities

• Manage and oversee a portfolio of clients ensuring deadlines are met.
• Prepare and review financial statements and tax returns.
• Develop and maintain strong client relationships.

Skills

Client management

Communication

Attention to detail

Education

Professional qualification in accounting (ACA, ACCA, ATT, CTA)

Job description

A growing and successful firm of chartered accountants is searching for a Client Portfolio Manager who can oversee a diverse portfolio of clients, ensuring a high level of service and delivery of accounting, tax and wider services. This role is based in Bridgwater and requires an individual with strong technical expertise within accountancy practice, seeking the opportunity to progress within their career.

Client Details

Based in Bridgwater this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm

Description

• Manage and oversee a portfolio of clients, ensuring all deadlines and regulatory requirements are met.
• Provide expert advice on accounting and finance matters to clients within the professional services industry.
• Prepare and review financial statements and tax returns.
• Develop and maintain strong client relationships, acting as the primary point of contact.
• Identify opportunities to offer additional services to clients and support business growth.
• Ensure compliance with all relevant accounting standards and regulations.
• Collaborate with internal teams to deliver exceptional service to clients.
• Support junior staff by providing guidance and overseeing their work where necessary.

Profile

A successful Client Portfolio Manager should have:

• A professional qualification in accounting, such as ACA, ACCA, ATT, CTA or equivalent.
• Proven experience managing client portfolios within the accountancy practice sector.
• Strong technical knowledge of accounting, tax and wider service provision.
• Excellent communication and relationship-building skills.
• Attention to detail and the ability to meet strict deadlines.
• A proactive approach to identifying client needs and offering tailored solutions.

Job Offer

• An estimated salary range of £38,200 to £50,000 per annum, dependent on experience.
• A collaborative and supportive working environment in Bridgwater.
• Access to additional benefits, subject to discussion.
• Opportunities to work with a diverse and engaging client base.

If you are ready to take the next step in your career as a Client Portfolio Manager, apply today to join this respected organisation in Bridgwater.